DiNuzzo Private Wealth’s Birkenstock BIRK Stock Holding History

DiNuzzo Private Wealth’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302	Sell	7 -6	-46%	-$242	﹤0.01%	1207
2026 Q1	$466	Buy	13 +5	+63%	+$195	﹤0.01%	1096
2025 Q4	$328	Hold	8	–	–	﹤0.01%	1179
2025 Q3	$418	Buy	8 +4	+100%	+$196	﹤0.01%	1132
2025 Q2	$197	Buy	+4	New	+$206	﹤0.01%	1251

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DiNuzzo Private Wealth's BIRK Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Birkenstock (BIRK) stake by 46% in Q2 2026, selling an estimated $242 and leaving 7 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

DiNuzzo Private Wealth first reported a position in BIRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $466 in Q1 2026. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

DiNuzzo Private Wealth held 7 shares of Birkenstock worth $302 as of Q2 2026.
DiNuzzo Private Wealth sold 6 Birkenstock shares in Q2 2026, an estimated $242.
Birkenstock made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1207 holding.
DiNuzzo Private Wealth first reported a position in Birkenstock in Q2 2025 and has held it in 5 quarters since.
DiNuzzo Private Wealth's Birkenstock position peaked at $466 in Q1 2026.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.